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2018 Philadelphia Vistage Executive Summit

Hosted in Philadelphia Tuesday, May 22, 2018 7:00 a.m. - 1:45 p.m. CDT

Driving Dynamic Decisions

Executives are in the business of making decisions. Game-changing decisions. Make-or-break decisions. Decisions no one else can make.


You can’t see into the future. But you can improve your ability to make more effective decisions.

What is the Vistage Executive Summit?

A powerful event designed entirely for executives. Dynamic expert speakers leave you with insights to expand your perspectives, refine your instincts and improve your judgment – all of which will help you make better decisions. Peer-to-peer interactive breakout sessions will explore how to approach current challenges to uncover opportunities.

Attend the Vistage Executive Summit to:

  • Optimize your business. Uncover new opportunities using fresh perspectives from trusted experts.
  • Enhance your leadership. Sharpen your focus on the areas of greatest opportunity.
  • Lead with innovation. Bring a higher level of creativity and problem solving skills to your organization.


Event Speakers

Howie Roseman

EVP of football operations, Philadelphia Eagles

Dealing with adversity and building teams

It’s common knowledge — the Philadelphia Eagles won the Super Bowl. Lesser known are the behind-the-scenes leadership decisions that propelled the team to victory. Even before the Eagles stepped on the Super Bowl playing field, Sports Illustrated took notice of their revolutionary “depth and resilience,” attributing it largely to EVP of football operations, Howie Roseman. In his presentation, Howie will explore how he built this invincibility, with a foundation of communication that started with the franchise’s leadership.


The Union League of Philadelphia

7:00 AM
Registration | Breakfast

7:15 - 8:15 AM
Breakfast Breakouts
  • Women in Leadership Network
  • Family Business Network
  • Manufacturing Network
  • Secure more first sales meetings

8:45 - 9:15 AM
General Session | Networking Activity

9:15 - 9:20 AM
Bill Rowley HealthNetwork

9:20 - 10:10 AM
Joe Galvin CEO Projections for 2018

10:10 - 10:40 AM
Member Awards Panel

10:40 – 11:10 AM

11:10 AM - 12:25 PM
Howie Roseman Dealing with adversity and building teams

12:25 - 12:30 PM
Summary Remarks

12:30 - 1:45 PM
Lunch Breakouts
  • The Envelope: Bringing it all together: strategy, succession and you
  • Build a winning employee engagement strategy
  • Transcendent hiring
  • Exit strategies and how to value a business in today’s market

12:30 - 1:45 PM
Experience Vistage

Breakout sessions

7:15 - 8:15 AM

Breakfast Breakout | Family Business Network

Family businesses are incredibly gratifying — and challenging. Join like-minded family business leaders from around the region who understand the ins and outs of family businesses. Make valuable new connections and share insights. Breakfast provided. All attendees welcome. Start the conversation now: Join the Family Business Network.

7:15 - 8:15 AM

Breakfast Breakout | Manufacturing Network

From hiring and sourcing to augmented reality, there are a lot of exciting changes that are impacting today’s manufacturing industry. Join us for a morning networking session to connect with other local manufacturing leaders. Forge valuable connections and share insights with peers who speak your language. Breakfast provided. All attendees welcome. Start the conversation now: Join the Manufacturing Network.

7:15 - 8:15 AM

Breakfast Breakout | Women in Leadership

Now more than ever, there is tremendous value in bringing female leaders together. Join us for a morning session to network and forge new relationships with local women to draw strength, inspiration and fresh perspectives around your business. Breakfast provided. All attendees welcome. Start the conversation now: Join the Women in Leadership Network.

7:15 - 8:15 AM

Breakfast Breakout | Secure more first sales meetings.

Presenter: Andy Gole, President, Urgency Based Selling, Vistage Member since August, 2015

Are you getting enough first sales meetings? Learn practical techniques to open more doors, including: Bold vision, bold behavior Special techniques which generate a response Addressing prospect risk aversion. We need special approaches since typically no more than 5-20% of prospects in most markets are in search mode – looking for a new vendor. Learn practical techniques to open doors, secure more appointments, put more new opportunity in the pipeline. Andy Gole will share case histories from his Vistage clients and his 23-year history of helping clients achieve exponential sales growth.

12:30 - 1:45 PM

Lunch Breakout | The Envelope: Bringing it all together: strategy, succession and you

Presenter: Executives from U.S. Trust

Your business represents years of sweat and sacrifice. Not only does the business provide the financial resources to support your family, but also, it supports your employees and their families, and it contributes to the stability and growth of your community. How would your company continue to operate if a personal health issue or untimely accident occurs and prevents you from leading the company? What actions would your management team and family need to take to successfully transition leadership of the company? In this session you will:
  • Learn actions you can take to address the issue of a possible leadership gap which also represent strong business practices to help your company always be prepared for a transition
  • Discover focus areas to consider as you develop a plan and avoid potential pitfalls
  • Hear examples of how other business owners have dealt with these issues

12:30 - 1:45 PM

Lunch Breakout | Transcendent Hiring

Presenter: John Hopkins, President, Inspirit Growth, LLC

As a leader, the single most important job you have is getting the right people into the right roles. Yet according to research, 46% of all new hires fail in the first 18 months. In this session, we unpack some of the reasons why we’re so bad at hiring. But more importantly, we’ll give you new ways to think about hiring and actionable ways to drastically improve your game when it comes to finding, assessing and closing the candidates that will allow your business to thrive.

12:30 - 1:45 PM

Lunch Breakout | Build a Winning Employee Engagement Strategy

Presenter: Santiago Jaramillo, CEO & Founder, Emplify

According to the Vistage Confidence Index, talent management and leadership development are two concerns for members this year. Crafting a documented employee engagement strategy for your executive team is paramount for meeting and exceeding these objectives. Join Santiago Jaramillo, CEO & Founder of Emplify and Amazon best-selling author to:
  • Create your own personal engagement action summary to help you build your own strategy to align your executive team.
  • Get best practices and real-life examples of how Vistage companies have put engagement strategies into action and achieved unprecedented business results.
  • Learn how millennials play a part in the future of the workforce and how to engage a multi-generational workforce.

12:30 - 1:45 PM

Lunch Breakout | Exit Strategies and How to Value a Business in Today’s Market

Presenter: Dave Heymann, Senior Mergers & Acquisitions Advisor with Generational Group

When is the right time to begin an exit strategy? What is the value of my business? Should I sell or seek a strategic partner? How do I get paid for my intangible assets? These are all important questions that business owners need to consider. Dave Heymann, Senior Mergers & Acquisitions Advisor with Generational Group will answer these questions and more:
  • How you can attract the optimal strategic partner
  • How value is REALLY determined in a business
  • How to enhance the value of your company before exiting



The Union League of Philadelphia
140 S. Broad St.
Philadelphia, PA
Executives are in the business of making decisions.